IWR icon

iShares Russell Mid-Cap ETF

1,502 hedge funds and large institutions have $38.7B invested in iShares Russell Mid-Cap ETF in 2025 Q4 according to their latest regulatory filings, with 175 funds opening new positions, 556 increasing their positions, 408 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

4% more capital invested

Capital invested by funds: $37.1B → $38.7B (+$1.61B)

0.62% more ownership

Funds ownership: 82.62%83.24% (+0.62%)

10% less funds holding in top 10

Funds holding in top 10: 5852 (-6)

Holders
1,502
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
52
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$6.73M
Puts
$884K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TI
1001
Truepoint Inc
Ohio
$415K
MIAS
1002
Mason Investment Advisory Services
Virginia
$413K
ABC
1003
Associated Banc-Corp
Wisconsin
$410K
BFG
1004
Bouchey Financial Group
New York
$409K
MIM
1005
MTM Investment Management
South Carolina
$407K
BWA
1006
BlueChip Wealth Advisors
Georgia
$406K
OP
1007
ORG Partners
Indiana
$406K
CCT
1008
Capital City Trust
Florida
$406K
NIM
1009
Northeast Investment Management
Massachusetts
$405K
ST
1010
Sentinel Trust
Texas
$401K
KCPG
1011
Kavar Capital Partners Group
Kansas
$400K
VCM
1012
Versant Capital Management
Arizona
$399K
IA
1013
Integrity Alliance
Iowa
$399K
BAAM
1014
Baker Avenue Asset Management
California
$398K
MFG
1015
Magnus Financial Group
New York
$397K
IWMA
1016
Ironwood Wealth Management (Arizona)
Arizona
$396K
CB
1017
Cadence Bank
Mississippi
$396K
BZWA
1018
Blue Zone Wealth Advisors
California
$395K
DWAM
1019
Duncan Williams Asset Management
Tennessee
$393K
AF
1020
Arrow Financial
New York
$392K
CBOR
1021
Community Bank of Raymore
Missouri
$392K
LFS
1022
Lutz Financial Services
Nebraska
$391K
WW
1023
Waterfront Wealth
Kansas
$391K
AL
1024
ADE LLC
Maryland
$388K
PWA
1025
Phoenix Wealth Advisors
North Carolina
$385K